Jordan Rohan

Recent Thoughts on Digital Media Jordan Rohan Clearmeadow Partners Presentation to the DPA Conference October 28, 2008

What Have I Been Up To? ,[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009 Agenda

U.S. Market Averages Down ~40% in last 12 months….down 33% since June DPAC June 6, 2009 A rally of 66% required to get back to even! June 25th DPAC

Since the last DPAC in June……. Public Markets Have Re-Valued Internet June 6, 2009 The “High-Growth” Internet has not been spared

June 6, 2009 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Review of Macro Trends: Economic Recession…..

June 6, 2009 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Review of Macro Trends: There are some positives…..

Positives: Strong dollar, falling energy ,[object Object],[object Object],[object Object],June 6, 2009 OIL US$/Euro June 25th DPAC

Positives: Food and energy prices lower ,[object Object],[object Object],June 6, 2009 June 25th DPAC

June 6, 2009 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Review of Macro Trends: The Bad News…..

Negatives: Real Estate Revaluation It may take a few more years ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009 -> SLOW & STEADY IMPACT ON AD SPEND Source: Case-Schiller Index

Negatives: Real Estate Revaluation …New York City is not immune either…. ,[object Object],June 6, 2009 National Average NYC Source: Case-Schiller Index

Negatives: Corporate Debt Spreads Remain Massively Wide June 6, 2009

Negatives: Consumer tightening ,[object Object],June 6, 2009 Walmart

Negatives: Cutting back on casual dining ,[object Object],June 6, 2009 McDonald’s

The Rules of an Uncertain Market ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

Will Digital Continue to Outperform? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

On the (Slow) Decline of Portals… … and the implications for the Internet ecosystem

Social Media Continues to Grow ….while portals decline… June 6, 2009

Social Media is fantastic consumer application …but only marginally profitable… June 6, 2009 Source: Clearmeadow, RBC, Comscore All else equal, if a consumer spends an hour daily on Facebook instead of AOL, the Internet ecosystem would miss out on over $600 of annual revenue

Publishers: Bringing Content to Social Media ,[object Object],[object Object],[object Object],[object Object],June 6, 2009 Unfortunately, all of these approaches require publisher to cede control of monetization, context, and inventory availability

So what to do about Content Fragmentation? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

Yahoo: Decline Accelerating ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

Who else could “save” Yahoo? ,[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

June 6, 2009 Google continues to gain share…

Consolidation Will Return ,[object Object],[object Object],[object Object],[object Object],June 6, 2009

Ad networks… enough already ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

… Marketers & Agencies are Increasingly Selective Towards Ad Networks…. ,[object Object],[object Object],[object Object],June 6, 2009 Source: Collective Media 2008 Survey

Impact of Ad Networks: Over-Supply ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],June 6, 2009

Jordan Rohan (917) 699-4220 [email_address]

Jordan Rohan

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